Wealth Insider Insights: Creating consistency and building trust through interoperability with Sune Mortensen
Sune Mortensen is Head of Wealth Solutions for LSEG. In this role, Sune is responsible for both buy-side and end-to-end wealth management business strategy Gloal. Prior to LSEG, Sune held senior leadership roles among others at Danske Bank and Blackrock. He has over 20 years of experience in the wealth and asset management industries and is a recognised and sought-after industry speaker and often quoted in industry publications.
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- Advisors are evolving into data curators, helping clients navigate an overwhelming volume of market information by filtering and contextualizing insights to support better investment decisions.
- Technology—especially AI—is reshaping wealth management, enabling more self-service, enhancing decision-making, and blurring the lines between digital tools and human advisors, while maintaining the need for consistent, transparent client experiences.
- The industry faces both regulatory and generational pressures, with firms needing to balance innovation and compliance while adapting to new client expectations shaped by digital-native experiences.
Other relevant content by Sune Mortensen
Wealth Management: Solving for toggle tax and driving efficiency
Wealth Management: Balancing scale, relevancy and the customer experience
The future of wealth: What industry experts are saying
The Future of Wealth: The changing role of financial advice
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